Brien Laster is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with previous roles at Charles Schwab, Array Technologies, Omni Hotels, and other companies. Morgan Stanley Wealth Management is a large registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Andrew Denys is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s platform to offer a wide range of products and services.

Michael Zamboni is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Martin Jakubowski is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 42 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 2003 and Bank of America, N.A. since 2011. Outside of his advisory duties, he is a general partner in FANC Leasing LLC, a company that leases refrigerated truck trailers to a trucking business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Nathan Bardin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Financial Engines Advisor, LLC for the past decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary models with planner delivery and online tools, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Meghavi Rosean is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Citizens Securities, and Santander Securities. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm provides non-discretionary advice through a select group of Wealth Advisors and maintains access to a broad range of investment products, including security-based swaps and futures.

Sallah Warrayat is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he owns a sole proprietorship specializing in window tinting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.

Michael Jones is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Charles Schwab entities since 2012, including the Schwab Premiere Bank, Trust Bank, and Charles Schwab bank in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Mohammad Alnajdawi is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Hilton Hotels, Arizona State University, Uber, and Best Buy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, enabling access to a wide set of products and services.

Michael Lopez is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Ameritrade, and Grant Thornton, LLP. Outside of his advisory work, he is involved in a family business helping administratively with children's books. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm delivers non-discretionary advisory programs supported by an in-house manager solutions team and a centralized due diligence framework.

David Oster is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at JP Morgan Securities and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician under his own entertainment business, Bishop Industries, and is involved in community service as a 3rd Degree Knight with the Knights of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Ethan Crupe is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at The Vanguard Group and has additional experience with JFQ Lending Inc. and Fast Copy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Julie Lalwani is a CFP® with 15 years of experience in the financial services industry. She is currently with Ameriprise and has previously worked at Edward Jones, Bank of America, and Merrill. Lalwani is based in Phoenix, AZ. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alexandra Teague is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Daugherty is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He has worked at Renaissance Financial Corp and various insurance firms since 2021, and has also been affiliated with Cetera since 2023. Outside of advisory roles, he has experience as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio solutions, incorporating third-party managers and bespoke strategies across various program structures.

Zachary Smolens is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at JPMorgan Chase and Bank of America. Outside of finance, he has worked with several coffee companies and has experience in education and landscaping. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Suzanne King is a CFP® with 32 years of industry experience, all of which she has spent at Robert Baird & Co. since 1994. She holds a Series 63 designation and is based in Gilbert, AZ. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Drew Ashcraft is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA), as well as a Personal Investment Advisor (PIA). Drew works as a financial advisor and partner on The Ashcraft Group, focusing on understanding clients' unique financial situations and goals to develop customized retirement and wealth management strategies. Drew has been in the financial services industry since 2012, beginning his career as an Investment Analyst in commercial real estate. He specializes in areas including family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, and retirement income. Drew earned his Bachelor's degree in Finance from the WP Carey School of Business at Arizona State University. Outside of his professional role, Drew is involved with the Chandler/Gilbert YMCA. His personal interests include cooking, football, golfing, music, scuba diving, and spending time with his family.

Matthew Pilawa is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DoorDash and Postmates as well as time at Chandler-Gilbert Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee.

Douglas Johnson is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with five years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Deer Valley Credit Union, and service in the Wisconsin Army National Guard. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm operates within Bank of America’s broader corporate platform, providing access to an extensive array of investment products and services.